Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS Emerging Leaders Strategy vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS Emerging Leaders Strategy
Wright Factor Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.66%
10.96%
6 Months
4.68%
14.84%
1 Year
12.13%
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
10.02%
20.33%
Fund Age
2 yrs 6 mo
3 yrs
AUM
₹267.19 Cr
₹214.05 Cr
Alpha – 1 Year
7.41%
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
16.03%
22.29%
Volatility – 3 Years
—
21.03%
Beta – 1 Year
0.91
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.46
0.57
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−11.86%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 3% · M 61% · S 32%
L 12% · M 21% · S 55%
Number of Stocks
40
25
Portfolio P/E
28.06
38.40
Top 5 Holdings
FSN E-Commerce Ventures Ltd · 5.29%
Jindal Stainless Ltd · 4.78%
Jindal Steel Ltd · 3.99%
Sarda Energy & Minerals Ltd · 3.59%
National Aluminium Company Ltd · 3.54%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%